+18.2%
CPB vs UTHR
+8,529.0%
-8,510.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.6% | -4.8% | -1.3% |
| 7D | +3.3% | -2.3% | +5.5% | +3.3% |
| 30D | +19.0% | +6.1% | +12.9% | +18.7% |
| 3M | +0.4% | +8.1% | -7.7% | +0.1% |
| 6M | +13.0% | +3.1% | +9.9% | +12.7% |
| YTD | -12.7% | +19.5% | -32.3% | -13.6% |
| 1Y | -20.9% | +29.7% | -50.6% | -21.9% |
| 3Y | -35.4% | +162.7% | -198.1% | -38.3% |
| 5Y | -32.3% | +192.8% | -225.1% | -35.7% |
| 10Y | -40.5% | +348.1% | -388.7% | -45.0% |
| All | +18.2% | +8,529.0% | -8,510.8% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UTHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling